Financial Adviser · KERANG, VIC

John P Mcloughlin

45 Years experience

Tax advice
authorised

Currently at

Box Hill South, VIC

View firm profile

ASIC Registered · ADV 000247950

John P Mcloughlin is a financial adviser based in Kerang, Victoria, with 45 years of experience in the financial services industry. John is currently authorised under Banyan Securities Pty Ltd. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. John is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Authorised to provide tax financial advice services

Qualifications and Training

1997

Certified Financial Planner

Financial Planning Association of Australia

2002

Diploma of Financial Planning

Deakin University

Registration History

Banyan Securities Pty Ltd

Oct 2019 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives

APOGEE FINANCIAL PLANNING PTY LTD

Oct 2016 - Oct 2019 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Feb 2013 - Sep 2016 Ceased

This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform

Akumin Financial Planning Pty Limited

Mar 1981 - Nov 2012 Ceased

Source: ASIC Financial Advisers Register